Best Practise for mass generating Opportunities

[skot1708]

Hi everyone,

first of all: Great tool - thank you!

I need a way to generate a bunch of opportunities for my Sales-Team - from a List of companies and/or contacts. Is there a best practise way to realize that?
To add the opportunities one by the other is no option.

Best worklflow in my opinion would be a "mass Add" via selection from the Company and/or Contact-List. Any ideas/hints?


Thank you in advanced.


Regards


Sascha

[tanya]

Hi
I think the best way is ask developers to create a new list action for Accounts and Contacts (like export, remove or merge), which allows you to set needed fields and create bunch of Opportunities... Or create a button in Opportunity record view, like Duplicate for and then you select Contacts....
If I understand you well